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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,903 | $57,352-33.9% | $83,831-54.8% | $64,173-40.9% |
| Participation rate | 73.6% | 68.6%+5.0pp | 76.1%-2.6pp | 69.6%+4.0pp |
| Annual return | -3.77% | 11.38%-15.2pp | 850.99%-854.8pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,877 | $2,546-26.3% | $3,631-48.3% | $2,381-21.2% |
| Participant deferral / active EE | $3,240 | $2,993+8.2% | $4,082-20.6% | $3,470-6.6% |
| Admin fee / account holder | $22,333 | $4,046+452.0% | $5,479+307.6% | $4,887+356.9% |